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| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.92% | | 5-Year Average Return: | 1.80% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 6.15% | |
Worst 1-Yr Total Return (2008): | -14.67% | |
Best 3-Yr Total Return (2004-6): | 4.04% | |
Worst 3-Yr Total Return (2006-8): | -2.45% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MWLDX | Category | Diff | Index* | Diff | | Year To Date | 13.92 | 9.71 | 4.21 | 7.61 | 6.31 | | 1-Month | 0.22 | 0.67 | -0.45 | 1.29 | -1.07 | | 3-Month | 5.05 | 2.20 | 2.85 | 2.86 | 2.19 | | 1-Year | 14.43 | 11.11 | 3.32 | 11.63 | 2.8 | | 3-Year | 0.19 | 3.58 | -3.39 | 6.40 | -6.21 | | 5-Year | 1.80 | 3.39 | -1.59 | 5.49 | -3.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.52 | 7.66 | 4.86 | 7.06 | 5.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.82 | 4.29 | -6.11 | 7.94 | -9.76 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MWLDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -14.67 | -4.23 | -10.44 | | 2007 | | | 2.50 | 4.29 | -1.79 | | 2006 | | | 6.15 | 4.05 | 2.10 | | 2005 | | | 2.72 | 1.45 | 1.27 | | 2004 | | | 3.28 | 1.63 | 1.65 | | 2003 | | | 5.95 | 2.54 | 3.41 | | 2002 | | | -0.39 | 5.47 | -5.86 | | 2001 | | | 7.60 | 7.27 | 0.33 | | 2000 | | | 7.32 | 7.59 | -0.27 | | 1999 | | | 6.23 | 2.21 | 4.02 |
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| PAST QUARTERLY RETURNS (%) FOR
MWLDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.37 | 4.94 | 8.19 | N/A | | 2008 | -2.94 | -1.12 | -3.31 | -8.05 | | 2007 | 1.61 | 0.46 | 0.79 | -0.37 | | 2006 | 1.04 | 0.80 | 2.08 | 2.09 | | 2005 | 0.40 | 0.96 | 0.65 | 0.68 | | 2004 | 1.64 | -1.24 | 1.41 | 1.45 | | 2003 | 0.83 | 2.78 | 0.85 | 1.38 | | 2002 | 0.33 | -2.43 | -0.92 | 2.70 | | 2001 | 3.07 | 1.76 | 2.17 | 0.41 | | 2000 | 1.61 | 1.42 | 2.30 | 1.80 | | 1999 | N/A | N/A | N/A | 1.32 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 41 | 418 | 9.81 | | 1-Month | 4 | 434 | 0.92 | | 3-Month | 4 | 433 | 0.92 | | 6-Month | 12 | 424 | 2.83 | | 1-Year | 24 | 418 | 5.74 | | 3-Year | 292 | 377 | 77.45 | | 5-Year | 225 | 313 | 71.88 |
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0.51% Nasdaq 
Performance
